Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.563 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47734.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46340.11 Kr¶
PnL: ---------------------------------------> -548.46 Kr¶
DD now: ---------------------------------> -1.84 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 10:43:35.624641'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.010000 | 2849.000000 | 213.000000 | 8.080000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3120.000000 | 149.000000 | 5.020000 | 2971.000006 |
| Corem Property Group B | 59 | 3.490000 | 665.520000 | 88.520000 | 15.340000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.490000 | 435.600000 | 80.600000 | 22.700000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | 1.020000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| HMS Networks | 2 | 1.070000 | 719.600000 | 46.600000 | 6.920000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.960000 | 266.880000 | 20.880000 | 8.490000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.710000 | 3473.620000 | 19.620000 | 0.570000 | 3453.999992 |
| Intrum | 4 | 2.250000 | 544.400000 | 17.400000 | 3.300000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1162.000000 | 13.000000 | 1.130000 | 1149.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 544.800000 | 12.800000 | 2.410000 | 532.000000 |
| OEM International B | 7 | 0.520000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Norva24 Group | 16 | 0.000000 | 553.280000 | 10.280000 | 1.890000 | 543.000000 |
| AcadeMedia | 12 | 1.030000 | 567.120000 | 10.120000 | 1.820000 | 557.000004 |
| Midsona B | 63 | -0.110000 | 591.570000 | 8.570000 | 1.470000 | 582.999984 |
| Karnov Group | 9 | -1.310000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Eastnine | 4 | -1.420000 | 498.400000 | 7.400000 | 1.510000 | 491.000000 |
| Essity B | 2 | 0.730000 | 580.600000 | 6.600000 | 1.150000 | 574.000000 |
| Resurs Holding | 22 | -1.090000 | 578.600000 | 4.600000 | 0.800000 | 573.999998 |
| MedCap | 2 | 0.240000 | 425.000000 | 4.000000 | 0.950000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.750000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Handelsbanken A | 5 | 0.270000 | 547.250000 | 1.250000 | 0.230000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Securitas B | 6 | 0.750000 | 567.840000 | -2.160000 | -0.380000 | 570.000000 |
| Swedbank A | 3 | -0.270000 | 559.500000 | -4.500000 | -0.800000 | 564.000000 |
| Boozt | 12 | -1.580000 | 1644.000000 | -10.000000 | -0.600000 | 1653.999996 |
| CTEK | 13 | -0.230000 | 516.750000 | -17.250000 | -3.230000 | 533.999999 |
| SAAB B | 8 | 1.190000 | 3321.600000 | -55.400000 | -1.640000 | 3377.000000 |
| International Petroleum Corp. | 5 | 1.440000 | 528.000000 | -66.570000 | -11.200000 | 594.565215 |
| Vivesto | 1368 | 2.310000 | 545.830000 | -67.170000 | -10.960000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.190000 | 3755.500000 | -94.500000 | -2.450000 | 3850.000000 |
| OX2 | 18 | -1.880000 | 1505.700000 | -158.300000 | -9.510000 | 1663.999992 |
| Axfood | 13 | -0.510000 | 3537.300000 | -218.700000 | -5.820000 | 3756.000001 |
| Ovzon | 52 | 3.300000 | 3094.000000 | -268.000000 | -7.970000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.910000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| TOTAL | 46340.110000 | -548.460000 | -1.84023% | 46888.564618 |
Updated:¶
'2023-01-16 10:43:48.037663'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
